TEMP News and Press, JPMorgan Climate Change Solutions ETF From 12/20/22

Summary The top two mega themes in terms of global net inflows in 2022 were Climate Change-related themes and Big Data. The largest net outflows came from tech-heavy themes, led by Robotics & Automation. 2023 may bring a return to more normal markets driven by economics rather t...

Summary Surging stocks show markets believe hopes of a soft landing by the Fed to be true. We disagree and stay underweight developed market (DM) stocks. U.S. stocks jumped and bond yields plunged after October CPI rose less than the market expected. But sticky core inflation keep...

Summary We see a positive transformation in Indian renewables that could provide a significant opportunity for investors. In August, India reiterated its commitment to draw 50% of its electricity generation capacity from non-fossil fuel sources, and to reduce its emissions intensi...

Summary With no end in sight for the ongoing conflict in Ukraine, energy markets around the world look forward nervously as winter approaches. The recently enacted Inflation Reduction Act has set the trend for deep decarbonization of the whole economy as well as net zero in the US...

Summary Reversing the gains from earlier in Q3, September’s market rout brought U.S. and global equity indexes back into bear market territory. Uncertainty, volatility, and recession risk are elevated, but investors should keep in mind that innovations and opportunities oft...

Summary Climate Week NYC 2022 recently convened climate leaders across government, business, civil society, and science under the theme of “Getting It Done”. The event, now in its 14th year, covered a wide swathe of topics, including energy, nature, transport, enviro...

Summary It is not clear what a new market design would look like, but many politicians have called for price caps, albeit in many different forms. The merit order ensures that the cheapest technologies enter the market first but implies that the price is set by the most expensive ...

Summary With inflation at the highest level in decades and volatility continuing to surge, equity investors are questioning their next moves. At the beginning of the year, financial conditions were very loose by any means historically, and we've very rapidly moved from loose finan...

Summary Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank unexpectedly cut interest rates. Similar to Europe, core inflation and services inflation are expected to rise ...

A climate mitigation policy mix of carbon taxes, green subsidies, and infrastructure investment could reduce global balances by a quarter by 2027. Global interest rates are also likely to fall in the longer term because of the decline in investment in fossil fuels, following an initia...